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Integrations Hub: Exports

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Free

COURSE ID

29

COURSE DESCRIPTION

This course is designed to walk you through the Exports feature of Visual Lease’s Integrations Hub. By the end of this course, learners will be able to setup the SFTP server for your scheduled exports, schedule new exports, review failed/successful exports, and delete exports.

 

COURSE MATERIALS

Course Features

  • Lectures 1
  • Quizzes 1
  • Duration 8:39
  • Students 0
  • Assessments Yes

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DATE OF UPLOAD

April 16, 2021

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Welcome to Training with Visual Lease.  This course is designed to provide you with an overview of Visual Lease so that you can understand its capabilities and leverage them to meet your lease management needs.

By the end of the course, you will understand the purpose and value of different features throughout the platform and be prepared to navigate the system in order to find the functionality most relevant to your role.

Let’s look at an individual lease record, since lease records are the foundation of your Visual Lease platform.  Using the Recently Opened window on the right side of the Lease Dashboard, I’ll click on this blue hyperlink, which will bring me directly to this lease record.

Before we explore the record, I would like to point out that on all screens other than the Dashboard, you will be able to access your recently opened list on the right side of the screen using this slide in menu.